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Filling out the Transfer Of Account Registration Form accurately is essential to ensure a smooth transfer of your account registration. This guide provides clear steps to help you complete the form online with confidence.

Follow the steps to fill out your form successfully.

1. Click the ‘Get Form’ button to access the Transfer Of Account Registration Form. Open the form in your preferred PDF viewer.
2. Begin by completing Section 1, which requires your current account registration details. This includes your account number and the fund(s) associated with your account.
3. Next, choose either Section 2 or Section 3 depending on your transfer type. If you are transferring shares to a new account registration, complete Section 2 by indicating the number of shares or the dollar amount you wish to transfer, and provide the new owner's full name and tax identification number.
4. If you are transferring shares to an existing account, fill out Section 3. Include the required details such as the number of shares being transferred, the existing account number, and both owners' information.
5. Move to Section 4 and describe your request in detail. Be clear and specific about what you need to ensure your instructions are understood.
6. If your transfer is due to inheritance or gifting, complete Section 5 by providing the date of death or the date of gift, along with any required values. Ensure all relevant signatures are obtained.
7. In Section 6, sign and date the form. A medallion signature guarantee is necessary; ensure you secure this from an eligible institution, as a notary public cannot provide it.
8. After reviewing the form for completeness and accuracy, proceed to save your changes, download the completed form, print it, or share it as needed.

Complete your Transfer Of Account Registration Form online today for a seamless experience.